Fairman Group, LLC Diversified Active

CIK: 0002016719 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Oct 22, 2024

Total Value ($000): $110,734 (100.0% shares, 0.0% debt)

Holdings (404)

ACN ACCENTURE PLC IRELAND 26.7%
Value ($000) $29,607 Shares 83,758 Est. Cost $312.68 Unrealized +3.2%
IVV ISHARES TR 12.4%
Value ($000) $13,785 Shares 23,899 Est. Cost $480.78 Unrealized
ESNT ESSENT GROUP LTD 5.9%
Value ($000) $6,562 Shares 102,068 Est. Cost $47.29 Unrealized +27.0%
VEA VANGUARD TAX-MANAGED FDS 5.6%
Value ($000) $6,250 Shares 118,345 Est. Cost $48.10 Unrealized
VEEV VEEVA SYS INC 5.1%
Value ($000) $5,680 Shares 27,065 Est. Cost $193.47 Unrealized +2.2%
ACCOLADE INC 4.0%
Value ($000) $4,379 Shares 1,137,287 Est. Cost $12.01 Unrealized
WRB BERKLEY W R CORP 3.6%
Value ($000) $3,976 Shares 70,087 Est. Cost $46.64 Unrealized +15.5%
IJH ISHARES TR 2.6%
Value ($000) $2,913 Shares 46,750 Est. Cost $91.23 Unrealized
VTI VANGUARD INDEX FDS 2.3%
Value ($000) $2,585 Shares 9,103 Est. Cost $237.73 Unrealized
EFA ISHARES TR 1.5%
Value ($000) $1,715 Shares 20,501 Est. Cost $75.40 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.4%
Value ($000) $1,582 Shares 3,437 Est. Cost $350.99 Unrealized +26.0%
VV VANGUARD INDEX FDS 1.4%
Value ($000) $1,501 Shares 5,686 Est. Cost $218.13 Unrealized
PRF INVESCO EXCHANGE TRADED FD T 1.2%
Value ($000) $1,325 Shares 32,610 Est. Cost $35.20 Unrealized
QQQ INVESCO QQQ TR 1.1%
Value ($000) $1,257 Shares 2,572 Est. Cost $409.74 Unrealized
VTWO VANGUARD SCOTTSDALE FDS 1.1%
Value ($000) $1,247 Shares 13,951 Est. Cost $81.35 Unrealized
AAPL APPLE INC 1.0%
Value ($000) $1,100 Shares 4,721 Est. Cost $182.81 Unrealized +21.4%
VOO VANGUARD INDEX FDS 1.0%
Value ($000) $1,057 Shares 1,998 Est. Cost $444.56 Unrealized
SPY SPDR S&P 500 ETF TR 0.8%
Value ($000) $939 Shares 1,632 Est. Cost $485.30 Unrealized
STRV EA SERIES TRUST 0.7%
Value ($000) $816 Shares 22,156 Est. Cost $30.57 Unrealized
MSFT MICROSOFT CORP 0.7%
Value ($000) $794 Shares 1,845 Est. Cost $350.36 Unrealized +20.8%
AMZN AMAZON COM INC 0.7%
Value ($000) $727 Shares 3,902 Est. Cost $159.61 Unrealized +14.3%
PH PARKER-HANNIFIN CORP 0.7%
Value ($000) $722 Shares 1,143 Est. Cost $407.15 Unrealized +37.6%
VTV VANGUARD INDEX FDS 0.6%
Value ($000) $712 Shares 4,081 Est. Cost $149.51 Unrealized
CALAMOS STRATEGIC TOTAL RETU 0.5%
Value ($000) $573 Shares 33,051 Est. Cost $16.84 Unrealized
EATON VANCE ENHANCED EQUITY 0.5%
Value ($000) $573 Shares 26,418 Est. Cost $21.78 Unrealized
EATON VANCE TX ADV GLBL DIV 0.5%
Value ($000) $555 Shares 28,557 Est. Cost $18.61 Unrealized
NVDA NVIDIA CORPORATION 0.5%
Value ($000) $549 Shares 4,521 Est. Cost $93.16 Unrealized +26.7%
EPD ENTERPRISE PRODS PARTNERS L 0.5%
Value ($000) $541 Shares 18,571 Est. Cost $26.71 Unrealized
TSLA TESLA INC 0.5%
Value ($000) $512 Shares 1,956 Est. Cost $237.66 Unrealized -4.0%
META META PLATFORMS INC 0.4%
Value ($000) $487 Shares 851 Est. Cost $323.40 Unrealized +58.4%
SPHY SPDR SER TR 0.4%
Value ($000) $463 Shares 19,235 Est. Cost $23.62 Unrealized
SCHG SCHWAB STRATEGIC TR 0.4%
Value ($000) $420 Shares 4,027 Est. Cost $83.42 Unrealized
DBMF LITMAN GREGORY FDS TR 0.3%
Value ($000) $387 Shares 13,769 Est. Cost $27.87 Unrealized
DFAC DIMENSIONAL ETF TRUST 0.3%
Value ($000) $360 Shares 10,505 Est. Cost $29.23 Unrealized
ET ENERGY TRANSFER L P 0.3%
Value ($000) $352 Shares 21,945 Est. Cost $14.38 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.3%
Value ($000) $344 Shares 1,727 Est. Cost $170.44 Unrealized
ACGL ARCH CAP GROUP LTD 0.3%
Value ($000) $327 Shares 2,922 Est. Cost $78.34 Unrealized +26.2%
QYLD GLOBAL X FDS 0.3%
Value ($000) $324 Shares 17,967 Est. Cost $17.84 Unrealized
VO VANGUARD INDEX FDS 0.3%
Value ($000) $322 Shares 1,222 Est. Cost $234.07 Unrealized
DGS WISDOMTREE TR 0.3%
Value ($000) $320 Shares 5,952 Est. Cost $49.96 Unrealized
ISMD NORTHERN LTS FD TR IV 0.3%
Value ($000) $316 Shares 8,317 Est. Cost $34.69 Unrealized
VBK VANGUARD INDEX FDS 0.3%
Value ($000) $316 Shares 1,182 Est. Cost $241.76 Unrealized
XOM EXXON MOBIL CORP 0.3%
Value ($000) $310 Shares 2,649 Est. Cost $104.06 Unrealized +5.7%
EIPI FIRST TR EXCHNG TRADED FD VI 0.3%
Value ($000) $304 Shares 15,709 Est. Cost $18.58 Unrealized
SCHO SCHWAB STRATEGIC TR 0.3%
Value ($000) $302 Shares 6,175 Est. Cost $48.71 Unrealized
SCHX SCHWAB STRATEGIC TR 0.3%
Value ($000) $300 Shares 4,418 Est. Cost $56.40 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $299 Shares 6,245 Est. Cost $41.43 Unrealized
IJR ISHARES TR 0.3%
Value ($000) $291 Shares 2,488 Est. Cost $108.15 Unrealized
CMCSA COMCAST CORP NEW 0.3%
Value ($000) $286 Shares 6,836 Est. Cost $40.09 Unrealized -5.8%
IWR ISHARES TR 0.3%
Value ($000) $282 Shares 3,199 Est. Cost $77.72 Unrealized
IWM ISHARES TR 0.2%
Value ($000) $249 Shares 1,126 Est. Cost $200.93 Unrealized
IDEV ISHARES TR 0.2%
Value ($000) $246 Shares 3,477 Est. Cost $64.09 Unrealized
GOOGL ALPHABET INC 0.2%
Value ($000) $229 Shares 1,381 Est. Cost $133.35 Unrealized +25.0%
VNQ VANGUARD INDEX FDS 0.2%
Value ($000) $222 Shares 2,261 Est. Cost $88.18 Unrealized
SHOP SHOPIFY INC 0.2%
Value ($000) $220 Shares 2,750 Est. Cost $63.86 Unrealized +8.2%
ACVF ETF OPPORTUNITIES TRUST 0.2%
Value ($000) $216 Shares 4,938 Est. Cost $36.49 Unrealized
VUG VANGUARD INDEX FDS 0.2%
Value ($000) $210 Shares 547 Est. Cost $310.88 Unrealized
JPM JPMORGAN CHASE & CO. 0.2%
Value ($000) $190 Shares 900 Est. Cost $144.89 Unrealized +41.5%
XYZ BLOCK INC 0.2%
Value ($000) $185 Shares 2,753 Est. Cost $56.54 Unrealized +14.3%
VXUS VANGUARD STAR FDS 0.2%
Value ($000) $181 Shares 2,802 Est. Cost $57.96 Unrealized
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $177 Shares 200 Est. Cost $573.49 Unrealized +50.3%
MDY SPDR S&P MIDCAP 400 ETF TR 0.2%
Value ($000) $174 Shares 305 Est. Cost $510.02 Unrealized
SCHM SCHWAB STRATEGIC TR 0.2%
Value ($000) $172 Shares 2,076 Est. Cost $76.84 Unrealized
MRK MERCK & CO INC 0.1%
Value ($000) $166 Shares 1,449 Est. Cost $96.81 Unrealized +16.7%
ARKK ARK ETF TR 0.1%
Value ($000) $163 Shares 3,425 Est. Cost $52.27 Unrealized
PRCT PROCEPT BIOROBOTICS CORP 0.1%
Value ($000) $160 Shares 2,000 Est. Cost $34.05 Unrealized +108.6%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $156 Shares 315 Est. Cost $317.74 Unrealized +49.5%
SPDW SPDR INDEX SHS FDS 0.1%
Value ($000) $152 Shares 4,038 Est. Cost $34.03 Unrealized
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $149 Shares 599 Est. Cost $200.12 Unrealized +16.4%
WMT WALMART INC 0.1%
Value ($000) $146 Shares 1,806 Est. Cost $54.58 Unrealized +32.8%
ETN EATON CORP PLC 0.1%
Value ($000) $143 Shares 431 Est. Cost $215.55 Unrealized +39.8%
VXF VANGUARD INDEX FDS 0.1%
Value ($000) $128 Shares 699 Est. Cost $164.37 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $127 Shares 217 Est. Cost $511.31 Unrealized +7.2%
IEFA ISHARES TR 0.1%
Value ($000) $121 Shares 1,553 Est. Cost $71.44 Unrealized
DLS WISDOMTREE TR 0.1%
Value ($000) $119 Shares 1,722 Est. Cost $63.85 Unrealized
WCLD WISDOMTREE TR 0.1%
Value ($000) $112 Shares 3,500 Est. Cost $34.95 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $111 Shares 275 Est. Cost $293.72 Unrealized +20.1%
VTIP VANGUARD MALVERN FDS 0.1%
Value ($000) $110 Shares 2,222 Est. Cost $47.49 Unrealized
BE BLOOM ENERGY CORP 0.1%
Value ($000) $104 Shares 9,844 Est. Cost $12.51 Unrealized -5.2%
SPYG SPDR SER TR 0.1%
Value ($000) $104 Shares 1,250 Est. Cost $65.06 Unrealized
HYBL SSGA ACTIVE TR 0.1%
Value ($000) $101 Shares 3,525 Est. Cost $28.70 Unrealized
DFAS DIMENSIONAL ETF TRUST 0.1%
Value ($000) $100 Shares 1,548 Est. Cost $59.62 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $93 Shares 3,197 Est. Cost $26.25 Unrealized +1.6%
KO COCA COLA CO 0.1%
Value ($000) $91 Shares 1,257 Est. Cost $53.26 Unrealized +23.3%
BXSL BLACKSTONE SECD LENDING FD 0.1%
Value ($000) $89 Shares 2,972 Est. Cost $21.91 Unrealized +18.0%
COIN COINBASE GLOBAL INC 0.1%
Value ($000) $89 Shares 500 Est. Cost $109.20 Unrealized +83.4%
SCHF SCHWAB STRATEGIC TR 0.1%
Value ($000) $87 Shares 2,115 Est. Cost $36.96 Unrealized
KWR QUAKER HOUGHTON 0.1%
Value ($000) $86 Shares 509 Est. Cost $198.27 Unrealized -14.7%
UI UBIQUITI INC 0.1%
Value ($000) $83 Shares 375 Est. Cost $121.81 Unrealized +49.9%
DFIS DIMENSIONAL ETF TRUST 0.1%
Value ($000) $81 Shares 3,019 Est. Cost $24.63 Unrealized
SCHA SCHWAB STRATEGIC TR 0.1%
Value ($000) $77 Shares 1,487 Est. Cost $47.24 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value ($000) $75 Shares 512 Est. Cost $137.80 Unrealized +1.6%
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $75 Shares 1,000 Est. Cost $52.31 Unrealized +34.6%
DKNG DRAFTKINGS INC NEW 0.1%
Value ($000) $75 Shares 1,901 Est. Cost $33.46 Unrealized +8.0%
TRUECAR INC 0.1%
Value ($000) $73 Shares 21,097 Est. Cost $3.46 Unrealized
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $72 Shares 416 Est. Cost $140.61 Unrealized +16.8%
VOTE TCW ETF TRUST 0.1%
Value ($000) $69 Shares 1,035 Est. Cost $63.88 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $66 Shares 1,123 Est. Cost $58.26 Unrealized
IWF ISHARES TR 0.1%
Value ($000) $65 Shares 172 Est. Cost $306.75 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $64 Shares 537 Est. Cost $104.59 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $64 Shares 662 Est. Cost $86.20 Unrealized +5.1%
IEMG ISHARES INC 0.1%
Value ($000) $62 Shares 1,072 Est. Cost $50.84 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $60 Shares 220 Est. Cost $156.99 Unrealized +56.1%
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $59 Shares 318 Est. Cost $140.46 Unrealized +19.2%
ITOT ISHARES TR 0.1%
Value ($000) $55 Shares 441 Est. Cost $105.27 Unrealized
DES WISDOMTREE TR 0.0%
Value ($000) $52 Shares 1,518 Est. Cost $32.19 Unrealized
DVY ISHARES TR 0.0%
Value ($000) $50 Shares 373 Est. Cost $117.19 Unrealized
SWK STANLEY BLACK & DECKER INC 0.0%
Value ($000) $49 Shares 443 Est. Cost $80.71 Unrealized +12.0%
MO ALTRIA GROUP INC 0.0%
Value ($000) $46 Shares 892 Est. Cost $39.79 Unrealized +14.4%
VNQI VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $46 Shares 990 Est. Cost $42.57 Unrealized
MOAT VANECK ETF TRUST 0.0%
Value ($000) $46 Shares 475 Est. Cost $86.61 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $46 Shares 378 Est. Cost $87.27 Unrealized +26.7%
VOE VANGUARD INDEX FDS 0.0%
Value ($000) $46 Shares 272 Est. Cost $149.20 Unrealized
SHEL SHELL PLC 0.0%
Value ($000) $45 Shares 689 Est. Cost $65.80 Unrealized
UGI UGI CORP NEW 0.0%
Value ($000) $45 Shares 1,785 Est. Cost $24.02 Unrealized +0.3%
IJS ISHARES TR 0.0%
Value ($000) $43 Shares 404 Est. Cost $103.07 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $42 Shares 819 Est. Cost $47.02 Unrealized -7.2%
DGRW WISDOMTREE TR 0.0%
Value ($000) $42 Shares 500 Est. Cost $78.05 Unrealized
WMB WILLIAMS COS INC 0.0%
Value ($000) $41 Shares 900 Est. Cost $32.16 Unrealized +29.9%
BLACKROCK INC 0.0%
Value ($000) $41 Shares 43 Est. Cost $811.79 Unrealized
BSV VANGUARD BD INDEX FDS 0.0%
Value ($000) $39 Shares 493 Est. Cost $77.02 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $39 Shares 615 Est. Cost $58.72 Unrealized
VOT VANGUARD INDEX FDS 0.0%
Value ($000) $38 Shares 158 Est. Cost $219.41 Unrealized
DTD WISDOMTREE TR 0.0%
Value ($000) $37 Shares 484 Est. Cost $65.38 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $37 Shares 206 Est. Cost $168.38 Unrealized
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $34 Shares 131 Est. Cost $128.21 Unrealized +53.7%
MSTR MICROSTRATEGY INC 0.0%
Value ($000) $34 Shares 200 Est. Cost $133.41 Unrealized +7.2%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value ($000) $28 Shares 318 Est. Cost $57.28 Unrealized +33.3%
F FORD MTR CO 0.0%
Value ($000) $27 Shares 2,587 Est. Cost $9.95 Unrealized +4.9%
TQQQ PROSHARES TR 0.0%
Value ($000) $27 Shares 375 Est. Cost $50.76 Unrealized
ZIM ZIM INTEGRATED SHIPPING SERV 0.0%
Value ($000) $26 Shares 1,000 Est. Cost $19.44 Unrealized 0.0%
YJUN FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $25 Shares 1,091 Est. Cost $21.24 Unrealized
USMV ISHARES TR 0.0%
Value ($000) $24 Shares 265 Est. Cost $78.03 Unrealized
V VISA INC 0.0%
Value ($000) $23 Shares 84 Est. Cost $242.67 Unrealized +10.3%
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $22 Shares 108 Est. Cost $179.47 Unrealized
IWS ISHARES TR 0.0%
Value ($000) $22 Shares 163 Est. Cost $116.19 Unrealized
VGIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $21 Shares 355 Est. Cost $58.64 Unrealized
T AT&T INC 0.0%
Value ($000) $21 Shares 974 Est. Cost $14.21 Unrealized +32.1%
NLY ANNALY CAPITAL MANAGEMENT IN 0.0%
Value ($000) $21 Shares 1,000 Est. Cost $20.72 Unrealized
FSK FS KKR CAP CORP 0.0%
Value ($000) $20 Shares 989 Est. Cost $14.85 Unrealized +7.9%
TFC TRUIST FINL CORP 0.0%
Value ($000) $18 Shares 411 Est. Cost $28.36 Unrealized +39.5%
ZTS ZOETIS INC 0.0%
Value ($000) $17 Shares 89 Est. Cost $172.86 Unrealized +4.9%
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $17 Shares 104 Est. Cost $143.59 Unrealized +6.3%
USB US BANCORP DEL 0.0%
Value ($000) $17 Shares 363 Est. Cost $33.30 Unrealized +23.5%
SPSB SPDR SER TR 0.0%
Value ($000) $16 Shares 539 Est. Cost $29.78 Unrealized
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $16 Shares 33 Est. Cost $397.11 Unrealized +16.3%
EXC EXELON CORP 0.0%
Value ($000) $16 Shares 393 Est. Cost $34.33 Unrealized +4.2%
APH AMPHENOL CORP NEW 0.0%
Value ($000) $15 Shares 236 Est. Cost $52.81 Unrealized +21.3%
PPL PPL CORP 0.0%
Value ($000) $15 Shares 460 Est. Cost $23.57 Unrealized +24.0%
ABBV ABBVIE INC 0.0%
Value ($000) $15 Shares 77 Est. Cost $136.00 Unrealized +31.4%
IQV IQVIA HLDGS INC 0.0%
Value ($000) $14 Shares 61 Est. Cost $205.32 Unrealized +15.0%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $14 Shares 321 Est. Cost $31.26 Unrealized +22.8%
PEY INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $14 Shares 641 Est. Cost $21.14 Unrealized
GOOG ALPHABET INC 0.0%
Value ($000) $13 Shares 80 Est. Cost $134.68 Unrealized +24.9%
GSL GLOBAL SHIP LEASE INC NEW 0.0%
Value ($000) $13 Shares 500 Est. Cost $25.67 Unrealized 0.0%
PEP PEPSICO INC 0.0%
Value ($000) $13 Shares 76 Est. Cost $153.75 Unrealized +5.9%
C CITIGROUP INC 0.0%
Value ($000) $13 Shares 202 Est. Cost $41.35 Unrealized +43.7%
CI THE CIGNA GROUP 0.0%
Value ($000) $12 Shares 35 Est. Cost $280.77 Unrealized +19.3%
ORCL ORACLE CORP 0.0%
Value ($000) $12 Shares 70 Est. Cost $106.71 Unrealized +34.1%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $12 Shares 184 Est. Cost $56.12 Unrealized +15.0%
IWN ISHARES TR 0.0%
Value ($000) $12 Shares 70 Est. Cost $156.39 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $12 Shares 42 Est. Cost $222.04 Unrealized +14.2%
DOW DOW INC 0.0%
Value ($000) $12 Shares 213 Est. Cost $44.66 Unrealized +7.3%
ABT ABBOTT LABS 0.0%
Value ($000) $12 Shares 101 Est. Cost $96.07 Unrealized +11.4%
SNOW SNOWFLAKE INC 0.0%
Value ($000) $11 Shares 100 Est. Cost $169.08 Unrealized -27.3%
TJX TJX COS INC NEW 0.0%
Value ($000) $11 Shares 95 Est. Cost $87.27 Unrealized +29.2%
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $11 Shares 41 Est. Cost $233.46 Unrealized +14.9%
EEM ISHARES TR 0.0%
Value ($000) $11 Shares 237 Est. Cost $40.21 Unrealized
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $10 Shares 215 Est. Cost $31.99 Unrealized +38.1%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $10 Shares 47 Est. Cost $142.16 Unrealized +32.9%
AVGO BROADCOM INC 0.0%
Value ($000) $10 Shares 60 Est. Cost $151.43 Unrealized +4.3%
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $10 Shares 7 Est. Cost $802.78 Unrealized +43.5%
SBUX STARBUCKS CORP 0.0%
Value ($000) $10 Shares 102 Est. Cost $92.19 Unrealized -10.2%
CDW CDW CORP 0.0%
Value ($000) $10 Shares 43 Est. Cost $206.08 Unrealized +5.6%
VONG VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $9 Shares 96 Est. Cost $78.42 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $9 Shares 52 Est. Cost $104.48 Unrealized
SPGI S&P GLOBAL INC 0.0%
Value ($000) $9 Shares 17 Est. Cost $388.21 Unrealized +26.2%
NUVEEN MUN VALUE FD INC 0.0%
Value ($000) $9 Shares 961 Est. Cost $8.60 Unrealized
KKR KKR & CO INC 0.0%
Value ($000) $9 Shares 66 Est. Cost $66.83 Unrealized +75.7%
BAC BANK AMERICA CORP 0.0%
Value ($000) $9 Shares 215 Est. Cost $27.61 Unrealized +40.4%
MANU MANCHESTER UTD PLC NEW 0.0%
Value ($000) $8 Shares 500 Est. Cost $16.74 Unrealized 0.0%
VB VANGUARD INDEX FDS 0.0%
Value ($000) $8 Shares 34 Est. Cost $230.08 Unrealized
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $7 Shares 32 Est. Cost $175.15 Unrealized +20.4%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $7 Shares 12 Est. Cost $480.76 Unrealized +22.5%
HEI/A HEICO CORP NEW 0.0%
Value ($000) $7 Shares 36 Est. Cost $134.99 Unrealized +40.2%
EFV ISHARES TR 0.0%
Value ($000) $7 Shares 127 Est. Cost $52.07 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $7 Shares 16 Est. Cost $295.69 Unrealized +38.9%
LLY ELI LILLY & CO 0.0%
Value ($000) $7 Shares 8 Est. Cost $575.10 Unrealized +54.8%
GWRE GUIDEWIRE SOFTWARE INC 0.0%
Value ($000) $7 Shares 37 Est. Cost $95.42 Unrealized +59.2%
AON AON PLC 0.0%
Value ($000) $7 Shares 19 Est. Cost $315.32 Unrealized +2.9%
AZO AUTOZONE INC 0.0%
Value ($000) $6 Shares 2 Est. Cost $2593.50 Unrealized +18.4%
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $6 Shares 38 Est. Cost $110.43 Unrealized +37.4%
JD JD.COM INC 0.0%
Value ($000) $6 Shares 150 Est. Cost $28.89 Unrealized
CHKP CHECK POINT SOFTWARE TECH LT 0.0%
Value ($000) $6 Shares 31 Est. Cost $141.27 Unrealized +29.6%
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $6 Shares 122 Est. Cost $40.41 Unrealized +14.3%
VGT VANGUARD WORLD FD 0.0%
Value ($000) $6 Shares 10 Est. Cost $484.00 Unrealized
STERICYCLE INC 0.0%
Value ($000) $6 Shares 96 Est. Cost $49.56 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $6 Shares 5 Est. Cost $63.20 Unrealized +16.2%
HESS CORP 0.0%
Value ($000) $6 Shares 42 Est. Cost $147.52 Unrealized
FLUT FLUTTER ENTMT PLC 0.0%
Value ($000) $6 Shares 24 Est. Cost $203.33 Unrealized +2.1%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $6 Shares 28 Est. Cost $144.16 Unrealized +40.4%
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $6 Shares 12 Est. Cost $333.50 Unrealized +27.9%
NKE NIKE INC 0.0%
Value ($000) $6 Shares 63 Est. Cost $102.99 Unrealized -26.2%
HON HONEYWELL INTL INC 0.0%
Value ($000) $6 Shares 27 Est. Cost $172.33 Unrealized +9.3%
PARAMOUNT GLOBAL 0.0%
Value ($000) $5 Shares 500 Est. Cost $14.84 Unrealized
BN BROOKFIELD CORP 0.0%
Value ($000) $5 Shares 100 Est. Cost $22.38 Unrealized +39.8%
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value ($000) $5 Shares 23 Est. Cost $162.29 Unrealized +32.9%
RELX RELX PLC 0.0%
Value ($000) $5 Shares 107 Est. Cost $39.66 Unrealized
CPRT COPART INC 0.0%
Value ($000) $5 Shares 96 Est. Cost $47.24 Unrealized +9.9%
HLNE HAMILTON LANE INC 0.0%
Value ($000) $5 Shares 28 Est. Cost $94.57 Unrealized +53.1%
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $5 Shares 52 Est. Cost $87.94 Unrealized
CSCO CISCO SYS INC 0.0%
Value ($000) $5 Shares 85 Est. Cost $47.98 Unrealized -2.5%
MEDP MEDPACE HLDGS INC 0.0%
Value ($000) $4 Shares 13 Est. Cost $269.93 Unrealized +40.7%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $4 Shares 20 Est. Cost $145.50 Unrealized +32.6%
GSK GSK PLC 0.0%
Value ($000) $4 Shares 100 Est. Cost $37.42 Unrealized
CHTR CHARTER COMMUNICATIONS INC N 0.0%
Value ($000) $4 Shares 12 Est. Cost $407.77 Unrealized -17.5%
VMC VULCAN MATLS CO 0.0%
Value ($000) $4 Shares 15 Est. Cost $208.58 Unrealized +17.9%
APTIV PLC 0.0%
Value ($000) $4 Shares 52 Est. Cost $89.71 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $4 Shares 100 Est. Cost $30.69 Unrealized 0.0%
BARRICK GOLD CORP 0.0%
Value ($000) $4 Shares 186 Est. Cost $18.09 Unrealized
LEN LENNAR CORP 0.0%
Value ($000) $4 Shares 19 Est. Cost $116.88 Unrealized +40.5%
CSGP COSTAR GROUP INC 0.0%
Value ($000) $4 Shares 47 Est. Cost $80.94 Unrealized -6.3%
VTRS VIATRIS INC 0.0%
Value ($000) $4 Shares 304 Est. Cost $8.69 Unrealized +24.5%
TYL TYLER TECHNOLOGIES INC 0.0%
Value ($000) $4 Shares 6 Est. Cost $399.79 Unrealized +40.8%
QUAL ISHARES TR 0.0%
Value ($000) $3 Shares 19 Est. Cost $147.21 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $3 Shares 40 Est. Cost $53.46 Unrealized +40.0%
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $3 Shares 43 Est. Cost $50.71 Unrealized +36.0%
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $3 Shares 40 Est. Cost $52.33 Unrealized +46.4%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $3 Shares 11 Est. Cost $259.21 Unrealized +1.5%
MDT MEDTRONIC PLC 0.0%
Value ($000) $3 Shares 36 Est. Cost $71.45 Unrealized +13.1%
SSD SIMPSON MFG INC 0.0%
Value ($000) $3 Shares 17 Est. Cost $156.29 Unrealized +13.7%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $3 Shares 12 Est. Cost $270.11 Unrealized -4.0%
NOVT NOVANTA INC 0.0%
Value ($000) $3 Shares 18 Est. Cost $145.77 Unrealized +19.2%
MKL MARKEL GROUP INC 0.0%
Value ($000) $3 Shares 2 Est. Cost $1418.73 Unrealized +10.3%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $3 Shares 41 Est. Cost $64.31 Unrealized +4.5%
IWD ISHARES TR 0.0%
Value ($000) $3 Shares 16 Est. Cost $165.25 Unrealized
ACHR ARCHER AVIATION INC 0.0%
Value ($000) $3 Shares 1,000 Est. Cost $5.68 Unrealized -32.7%
BRO BROWN & BROWN INC 0.0%
Value ($000) $3 Shares 29 Est. Cost $70.55 Unrealized +39.8%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $3 Shares 5 Est. Cost $417.42 Unrealized +23.7%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $3 Shares 13 Est. Cost $186.95 Unrealized +16.0%
CNI CANADIAN NATL RY CO 0.0%
Value ($000) $3 Shares 24 Est. Cost $108.49 Unrealized +4.4%
BFAM BRIGHT HORIZONS FAM SOL IN D 0.0%
Value ($000) $3 Shares 20 Est. Cost $85.29 Unrealized +51.7%
TRN TRINITY INDS INC 0.0%
Value ($000) $3 Shares 80 Est. Cost $21.92 Unrealized +37.7%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $3 Shares 5 Est. Cost $508.04 Unrealized +7.2%
ADSK AUTODESK INC 0.0%
Value ($000) $3 Shares 10 Est. Cost $215.94 Unrealized +16.6%
IFF INTERNATIONAL FLAVORS&FRAGRA 0.0%
Value ($000) $3 Shares 26 Est. Cost $68.80 Unrealized +40.4%
EXPO EXPONENT INC 0.0%
Value ($000) $3 Shares 23 Est. Cost $79.51 Unrealized +28.9%
IT GARTNER INC 0.0%
Value ($000) $3 Shares 5 Est. Cost $399.48 Unrealized +20.3%
LYV LIVE NATION ENTERTAINMENT IN 0.0%
Value ($000) $3 Shares 23 Est. Cost $86.06 Unrealized +12.4%
ACA ARCOSA INC 0.0%
Value ($000) $2 Shares 26 Est. Cost $73.01 Unrealized +19.2%
HQY HEALTHEQUITY INC 0.0%
Value ($000) $2 Shares 30 Est. Cost $69.33 Unrealized +11.3%
MCD MCDONALDS CORP 0.0%
Value ($000) $2 Shares 8 Est. Cost $258.68 Unrealized +3.1%
LMAT LEMAITRE VASCULAR INC 0.0%
Value ($000) $2 Shares 26 Est. Cost $51.42 Unrealized +66.5%
SBAC SBA COMMUNICATIONS CORP NEW 0.0%
Value ($000) $2 Shares 10 Est. Cost $215.61 Unrealized +0.0%
QCOM QUALCOMM INC 0.0%
Value ($000) $2 Shares 14 Est. Cost $118.34 Unrealized +44.6%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $2 Shares 36 Est. Cost $69.58 Unrealized +4.4%
CBRE CBRE GROUP INC 0.0%
Value ($000) $2 Shares 19 Est. Cost $77.74 Unrealized +40.2%
CCEP COCA-COLA EUROPACIFIC PARTNE 0.0%
Value ($000) $2 Shares 30 Est. Cost $57.34 Unrealized +28.0%
FND FLOOR & DECOR HLDGS INC 0.0%
Value ($000) $2 Shares 19 Est. Cost $92.10 Unrealized +12.9%
KNSL KINSALE CAP GROUP INC 0.0%
Value ($000) $2 Shares 5 Est. Cost $369.74 Unrealized +19.3%
SNA SNAP ON INC 0.0%
Value ($000) $2 Shares 8 Est. Cost $254.93 Unrealized +4.2%
CCK CROWN HLDGS INC 0.0%
Value ($000) $2 Shares 24 Est. Cost $82.80 Unrealized +2.5%
DEO DIAGEO PLC 0.0%
Value ($000) $2 Shares 16 Est. Cost $145.69 Unrealized
PGR PROGRESSIVE CORP 0.0%
Value ($000) $2 Shares 9 Est. Cost $143.35 Unrealized +49.4%
PAYX PAYCHEX INC 0.0%
Value ($000) $2 Shares 17 Est. Cost $111.08 Unrealized +9.7%
SITE SITEONE LANDSCAPE SUPPLY INC 0.0%
Value ($000) $2 Shares 15 Est. Cost $145.78 Unrealized -6.0%
WSC WILLSCOT HLDGS CORP 0.0%
Value ($000) $2 Shares 60 Est. Cost $40.42 Unrealized -5.6%
KMX CARMAX INC 0.0%
Value ($000) $2 Shares 29 Est. Cost $67.22 Unrealized +17.6%
SRE SEMPRA 0.0%
Value ($000) $2 Shares 26 Est. Cost $66.74 Unrealized +14.4%
MLM MARTIN MARIETTA MATLS INC 0.0%
Value ($000) $2 Shares 4 Est. Cost $445.31 Unrealized +20.4%
CF CF INDS HLDGS INC 0.0%
Value ($000) $2 Shares 25 Est. Cost $75.56 Unrealized -0.9%
FAST FASTENAL CO 0.0%
Value ($000) $2 Shares 30 Est. Cost $28.68 Unrealized +14.8%
BROOKFIELD INFRASTRUCTURE CO 0.0%
Value ($000) $2 Shares 48 Est. Cost $35.27 Unrealized
RTX RTX CORPORATION 0.0%
Value ($000) $2 Shares 17 Est. Cost $75.63 Unrealized +46.9%
FLJP FRANKLIN TEMPLETON ETF TR 0.0%
Value ($000) $2 Shares 67 Est. Cost $28.76 Unrealized
IJK ISHARES TR 0.0%
Value ($000) $2 Shares 22 Est. Cost $79.23 Unrealized
RBA RB GLOBAL INC 0.0%
Value ($000) $2 Shares 25 Est. Cost $64.26 Unrealized +26.3%
HDB HDFC BANK LTD 0.0%
Value ($000) $2 Shares 32 Est. Cost $67.13 Unrealized
PRME PRIME MEDICINE INC 0.0%
Value ($000) $2 Shares 500 Est. Cost $7.70 Unrealized -39.9%
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value ($000) $2 Shares 24 Est. Cost $76.96 Unrealized +2.9%
TECH BIO-TECHNE CORP 0.0%
Value ($000) $2 Shares 24 Est. Cost $65.18 Unrealized +14.5%
ANSYS INC 0.0%
Value ($000) $2 Shares 6 Est. Cost $362.83 Unrealized
CCOI COGENT COMMUNICATIONS HLDGS 0.0%
Value ($000) $2 Shares 25 Est. Cost $58.68 Unrealized +7.8%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $2 Shares 7 Est. Cost $227.93 Unrealized +5.4%
FIVE FIVE BELOW INC 0.0%
Value ($000) $2 Shares 20 Est. Cost $183.58 Unrealized -54.1%
PLOW DOUGLAS DYNAMICS INC 0.0%
Value ($000) $2 Shares 64 Est. Cost $28.72 Unrealized -8.2%
DSGX DESCARTES SYS GROUP INC 0.0%
Value ($000) $2 Shares 17 Est. Cost $77.95 Unrealized +27.5%
MSCI MSCI INC 0.0%
Value ($000) $2 Shares 3 Est. Cost $503.30 Unrealized +5.9%
EVTC EVERTEC INC 0.0%
Value ($000) $2 Shares 51 Est. Cost $36.39 Unrealized -9.0%
DPZ DOMINOS PIZZA INC 0.0%
Value ($000) $2 Shares 4 Est. Cost $363.43 Unrealized +17.0%
VRSN VERISIGN INC 0.0%
Value ($000) $2 Shares 9 Est. Cost $206.42 Unrealized -13.4%
FWONK LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $2 Shares 22 Est. Cost $63.14 Unrealized
TDOC TELADOC HEALTH INC 0.0%
Value ($000) $2 Shares 185 Est. Cost $18.45 Unrealized -55.1%
UNILEVER PLC 0.0%
Value ($000) $2 Shares 26 Est. Cost $48.46 Unrealized
WIX WIX COM LTD 0.0%
Value ($000) $2 Shares 10 Est. Cost $96.48 Unrealized +66.7%
PLD PROLOGIS INC. 0.0%
Value ($000) $2 Shares 13 Est. Cost $105.61 Unrealized +11.8%
PPG PPG INDS INC 0.0%
Value ($000) $2 Shares 12 Est. Cost $128.87 Unrealized -5.3%
TRU TRANSUNION 0.0%
Value ($000) $2 Shares 15 Est. Cost $60.22 Unrealized +48.7%
CCI CROWN CASTLE INC 0.0%
Value ($000) $2 Shares 13 Est. Cost $90.81 Unrealized +12.3%
IDXX IDEXX LABS INC 0.0%
Value ($000) $2 Shares 3 Est. Cost $469.47 Unrealized +3.5%
GE GE AEROSPACE 0.0%
Value ($000) $2 Shares 8 Est. Cost $94.24 Unrealized +78.2%
MTD METTLER TOLEDO INTERNATIONAL 0.0%
Value ($000) $2 Shares 1 Est. Cost $1081.40 Unrealized +29.8%
BTE BAYTEX ENERGY CORP 0.0%
Value ($000) $1 Shares 500 Est. Cost $3.31 Unrealized 0.0%
JBTM JOHN BEAN TECHNOLOGIES CORP 0.0%
Value ($000) $1 Shares 15 Est. Cost $102.85 Unrealized -10.6%
EBAY EBAY INC. 0.0%
Value ($000) $1 Shares 22 Est. Cost $39.83 Unrealized +41.3%
MCO MOODYS CORP 0.0%
Value ($000) $1 Shares 3 Est. Cost $341.78 Unrealized +34.2%
H HYATT HOTELS CORP 0.0%
Value ($000) $1 Shares 9 Est. Cost $112.41 Unrealized +30.6%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $1 Shares 17 Est. Cost $51.55 Unrealized +32.9%
ALRM ALARM COM HLDGS INC 0.0%
Value ($000) $1 Shares 25 Est. Cost $57.37 Unrealized +7.0%
CACC CREDIT ACCEP CORP MICH 0.0%
Value ($000) $1 Shares 3 Est. Cost $449.63 Unrealized +9.3%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $227.33 Unrealized +4.4%
AZTA AZENTA INC 0.0%
Value ($000) $1 Shares 27 Est. Cost $54.26 Unrealized -4.2%
WDFC WD 40 CO 0.0%
Value ($000) $1 Shares 5 Est. Cost $215.12 Unrealized +13.6%
AMGN AMGEN INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $255.10 Unrealized +22.8%
WK WORKIVA INC 0.0%
Value ($000) $1 Shares 16 Est. Cost $96.44 Unrealized -22.2%
VRTS VIRTUS INVT PARTNERS INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $179.86 Unrealized +10.0%
BBY BEST BUY INC 0.0%
Value ($000) $1 Shares 12 Est. Cost $63.45 Unrealized +32.2%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $1 Shares 13 Est. Cost $76.28 Unrealized +10.9%
OGN ORGANON & CO 0.0%
Value ($000) $1 Shares 65 Est. Cost $12.33 Unrealized +60.0%
LBRDK LIBERTY BROADBAND CORP 0.0%
Value ($000) $1 Shares 16 Est. Cost $78.60 Unrealized -26.4%
BL BLACKLINE INC 0.0%
Value ($000) $1 Shares 22 Est. Cost $56.54 Unrealized -12.9%
O REALTY INCOME CORP 0.0%
Value ($000) $1 Shares 19 Est. Cost $46.49 Unrealized +18.3%
TREX TREX CO INC 0.0%
Value ($000) $1 Shares 18 Est. Cost $66.33 Unrealized +5.8%
RGEN REPLIGEN CORP 0.0%
Value ($000) $1 Shares 8 Est. Cost $155.67 Unrealized -7.9%
BAM BROOKFIELD ASSET MANAGMT LTD 0.0%
Value ($000) $1 Shares 25 Est. Cost $31.45 Unrealized +27.5%
PCOR PROCORE TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 19 Est. Cost $61.67 Unrealized -0.5%
BIIB BIOGEN INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $245.62 Unrealized -14.8%
TAP MOLSON COORS BEVERAGE CO 0.0%
Value ($000) $1 Shares 20 Est. Cost $55.95 Unrealized -9.0%
BAX BAXTER INTL INC 0.0%
Value ($000) $1 Shares 30 Est. Cost $33.60 Unrealized +6.3%
ARES ARES MANAGEMENT CORPORATION 0.0%
Value ($000) $1 Shares 7 Est. Cost $102.46 Unrealized +36.4%
CBSH COMMERCE BANCSHARES INC 0.0%
Value ($000) $1 Shares 18 Est. Cost $41.46 Unrealized +30.6%
PSX PHILLIPS 66 0.0%
Value ($000) $1 Shares 8 Est. Cost $111.04 Unrealized +15.6%
MTN VAIL RESORTS INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $219.12 Unrealized -18.4%
MLAB MESA LABS INC 0.0%
Value ($000) $1 Shares 8 Est. Cost $96.12 Unrealized +21.2%
KIDS ORTHOPEDIATRICS CORP 0.0%
Value ($000) $1 Shares 38 Est. Cost $29.00 Unrealized +4.5%
GLW CORNING INC 0.0%
Value ($000) $1 Shares 22 Est. Cost $27.12 Unrealized +50.6%
ROST ROSS STORES INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $121.76 Unrealized +19.4%
WNS HLDGS LTD 0.0%
Value ($000) $1 Shares 17 Est. Cost $50.53 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $1 Shares 8 Est. Cost $80.24 Unrealized +15.9%
BTI BRITISH AMERN TOB PLC 0.0%
Value ($000) $1 Shares 22 Est. Cost $30.77 Unrealized
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $134.26 Unrealized -10.2%
ENVESTNET INC 0.0%
Value ($000) $1 Shares 13 Est. Cost $49.54 Unrealized
SUMMIT MATLS INC 0.0%
Value ($000) $1 Shares 20 Est. Cost $38.45 Unrealized
HHH HOWARD HUGHES HOLDINGS INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $70.15 Unrealized +0.7%
ASPEN TECHNOLOGY INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $220.00 Unrealized
CABO CABLE ONE INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $546.66 Unrealized -36.0%
CMA COMERICA INC 0.0%
Value ($000) $1 Shares 11 Est. Cost $40.68 Unrealized +27.2%
PROS HOLDINGS INC 0.0%
Value ($000) $1 Shares 36 Est. Cost $38.78 Unrealized
QSR RESTAURANT BRANDS INTL INC 0.0%
Value ($000) $1 Shares 9 Est. Cost $69.56 Unrealized +1.0%
TAK TAKEDA PHARMACEUTICAL CO LTD 0.0%
Value ($000) $1 Shares 45 Est. Cost $14.27 Unrealized
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $1 Shares 7 Est. Cost $74.14 Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $1 Shares 14 Est. Cost $51.21 Unrealized -16.7%
ABEV AMBEV SA 0.0%
Value ($000) $1 Shares 234 Est. Cost $2.95 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $1 Shares 5 Est. Cost $79.60 Unrealized
GEV GE VERNOVA INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $158.10 Unrealized +21.2%
TRUP TRUPANION INC 0.0%
Value ($000) $1 Shares 12 Est. Cost $26.51 Unrealized +47.2%
THC TENET HEALTHCARE CORP 0.0%
Value ($000) $0 Shares 3 Est. Cost $63.39 Unrealized +138.6%
KELLANOVA 0.0%
Value ($000) $0 Shares 6 Est. Cost $48.79 Unrealized +40.2%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $0 Shares 7 Est. Cost $52.02 Unrealized +16.0%
BROOKFIELD RENEWABLE CORP 0.0%
Value ($000) $0 Shares 14 Est. Cost $28.79 Unrealized
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $117.22 Unrealized +15.7%
FNF FIDELITY NATIONAL FINANCIAL 0.0%
Value ($000) $0 Shares 7 Est. Cost $38.82 Unrealized +32.7%
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $0 Shares 5 Est. Cost $115.93 Unrealized -8.5%
PUK PRUDENTIAL PLC 0.0%
Value ($000) $0 Shares 22 Est. Cost $22.45 Unrealized
ARKF ARK ETF TR 0.0%
Value ($000) $0 Shares 13 Est. Cost $27.62 Unrealized
CSTL CASTLE BIOSCIENCES INC 0.0%
Value ($000) $0 Shares 13 Est. Cost $17.60 Unrealized +44.6%
PHO INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $0 Shares 5 Est. Cost $61.67 Unrealized
SCOR COMSCORE INC 0.0%
Value ($000) $0 Shares 50 Est. Cost $12.83 Unrealized -24.5%
CVS CVS HEALTH CORP 0.0%
Value ($000) $0 Shares 5 Est. Cost $65.40 Unrealized -15.6%
LBRDA LIBERTY BROADBAND CORP 0.0%
Value ($000) $0 Shares 4 Est. Cost $78.61 Unrealized -27.4%
BF/B BROWN FORMAN CORP 0.0%
Value ($000) $0 Shares 6 Est. Cost $54.41 Unrealized -20.5%
PENN PENN ENTERTAINMENT INC 0.0%
Value ($000) $0 Shares 15 Est. Cost $23.19 Unrealized -17.9%
REFR RESEARCH FRONTIERS INC 0.0%
Value ($000) $0 Shares 125 Est. Cost $1.04 Unrealized +99.1%
KW KENNEDY-WILSON HOLDINGS INC 0.0%
Value ($000) $0 Shares 24 Est. Cost $12.53 Unrealized -15.4%
HLN HALEON PLC 0.0%
Value ($000) $0 Shares 25 Est. Cost $8.24 Unrealized
ETSY ETSY INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $71.54 Unrealized -20.7%
ESAB ESAB CORPORATION 0.0%
Value ($000) $0 Shares 2 Est. Cost $75.27 Unrealized +30.9%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $0 Shares 24 Est. Cost $10.50 Unrealized -25.6%
MAT MATTEL INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $19.45 Unrealized -5.3%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $0 Shares 2 Est. Cost $69.79 Unrealized +20.0%
JXN JACKSON FINANCIAL INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $40.60 Unrealized +95.7%
DAVA ENDAVA PLC 0.0%
Value ($000) $0 Shares 7 Est. Cost $77.86 Unrealized
IMMR IMMERSION CORP 0.0%
Value ($000) $0 Shares 19 Est. Cost $6.64 Unrealized +53.2%
FULT FULTON FINL CORP PA 0.0%
Value ($000) $0 Shares 9 Est. Cost $14.43 Unrealized +19.1%
CGNX COGNEX CORP 0.0%
Value ($000) $0 Shares 4 Est. Cost $37.76 Unrealized +11.5%
SPT SPROUT SOCIAL INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $52.73 Unrealized -38.3%
DXC DXC TECHNOLOGY CO 0.0%
Value ($000) $0 Shares 7 Est. Cost $22.25 Unrealized -10.5%
FWONA LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $0 Shares 2 Est. Cost $58.00 Unrealized
NEUEHEALTH INC 0.0%
Value ($000) $0 Shares 25 Est. Cost $7.64 Unrealized
PGNY PROGYNY INC 0.0%
Value ($000) $0 Shares 7 Est. Cost $33.58 Unrealized -28.5%
CVGW CALAVO GROWERS INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $24.27 Unrealized -4.1%
VTGN VISTAGEN THERAPEUTICS INC 0.0%
Value ($000) $0 Shares 29 Est. Cost $3.78 Unrealized -9.8%
ENOV ENOVIS CORPORATION 0.0%
Value ($000) $0 Shares 2 Est. Cost $49.84 Unrealized -10.6%
URBN URBAN OUTFITTERS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $34.81 Unrealized +16.8%
CIEN CIENA CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $52.75 Unrealized -0.1%
SEIC SEI INVTS CO 0.0%
Value ($000) $0 Shares 1 Est. Cost $56.53 Unrealized +16.0%
CYRX CRYOPORT INC 0.0%
Value ($000) $0 Shares 7 Est. Cost $13.07 Unrealized -37.4%
REZI RESIDEO TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $16.37 Unrealized +21.2%
KLG WK KELLOGG CO 0.0%
Value ($000) $0 Shares 2 Est. Cost $13.00 Unrealized
ASIX ADVANSIX INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $26.20 Unrealized -0.1%
SEG SEAPORT ENTMT GROUP INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $28.41 Unrealized 0.0%
GTX GARRETT MOTION INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $7.72 Unrealized +9.0%
ONL ORION OFFICE REIT INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $6.00 Unrealized
SEAPORT ENTMT GROUP INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $3.00 Unrealized